NVDA vs NFLX
NVIDIA · Netflix
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 9 tracked superinvestors, 2 hold both NVDA and NFLX (22% of the combined holder base), led by John Armitage (6.4% NVDA · 3.9% NFLX). NVDA appears in 8 tracked portfolios; NFLX in 3, so NVDA is the more widely held of the two among tracked managers.
NVDA is a Technology holding while NFLX sits in Communication — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, NVDA’s ConvictionScore reads +8 (slight accumulation) against NFLX’s −1 (slight selling); NVDA shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 1 size NVDA larger and 1 size NFLX larger — an even conviction split. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds NVDA only, who holds NFLX only, and who holds both.
Of 2 shared managers, 1 weight NVDA heavier and 1 weight NFLX heavier.
- Stanley Druckenmiller11.4%
- David Tepper10.2%
- Tom Slater9.4%
- Chase Coleman7.1%
- Andreas Halvorsen6.2%
- Stephen Mandel5.1%
- John Armitage6.4 / 3.9%
- Lee Ainslie3.1 / 3.4%
- Bill Nygren3.6%
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: NVDA or NFLX?
NVDA (NVIDIA) is held by 8 tracked superinvestors; NFLX (Netflix) is held by 3. NVDA has 5 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both NVDA and NFLX?
2 tracked superinvestors hold both NVDA and NFLX based on the latest SEC 13F filings. Largest dual-holder: John Armitage (6.4% NVDA · 3.9% NFLX). Full overlap table below.
What is the overlap between NVDA and NFLX institutional ownership?
Across 9 unique tracked holders: 6 hold only NVDA (67%), 2 hold both (22%), 1 hold only NFLX (11%). The full Venn split + per-manager position % is on this page.
Among managers holding both NVDA and NFLX, which do they prefer?
Of 2 managers holding both, 1 weight NVDA higher and 1 weight NFLX higher in their portfolios. Even split. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.